Term Premiums Set to Rise Globally -- Market Talk

0518 GMT - Increasing debt supply in Europe to fund greater defense and infrastructure spending, inordinately high corporate debt issuance by hyper-scalers to finance AI investments, and rising fiscal spending in Japan, will likely increase term premiums globally, Said Haidar, Founder and CIO of Haidar Capital Management, says in a note.This will ultimately push-up longer-end U.S. Treasury yields as well in order to attract buyers, he says. If the U.S. opts for financial repression to artificially hold down long-end yields, the likely outcome is U.S. dollar debasement-as illustrated by recent moves in FX markets as well as strength in gold and other commodities, he says. (emese.bartha@wsj.com)

(END) Dow Jones Newswires

September 07, 2026 01:18 ET (05:18 GMT)